NVDA Earnings Prediction
The chart below shows how NVDA performed 10 days before and after its earnings report, based on data from the past quarters. Typically, NVDA sees a -3.79% change in stock price 10 days leading up to the earnings, and a +7.41% change 10 days following the report. On the earnings day itself, the stock moves by -0.82%. This data can give you a slight idea of what to expect for the next quarter's release.
NVDA Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
35.08B
93.61%
16.78%
Gross Margin
74.56%
0.82%
-0.79%
Operating Margin
62.78%
7.54%
0.40%
Net Margin
55.04%
7.90%
-0.40%
EPS
0.78
-78.98%
16.42%
No Data Available
NVDA Earnings Analysis
NVIDIA Corp Corporation (NVDA.O) Earnings Conference Call
Positive
Strong Revenue Surge: Revenue of $35.1 billion was up 17% sequentially and up 94% year-on-year, well above our outlook of $32.5 billion.
Data Center Revenue Surge: Data Center revenue of $30.8 billion, up 17% sequentially and up 112% year-on-year.
Exceptional Hopper Demand: NVIDIA Hopper demand is exceptional and sequentially, NVIDIA H200 sales increased significantly to double-digit billions, the fastest product ramp in our company's history.
Consumer Internet Revenue Surge: Consumer internet revenue more than doubled year-on-year as companies scaled their NVIDIA Hopper infrastructure to support next-generation AI models.
Revenue Exceeds $2 Billion: Our annualized revenue is now expected to exceed $2 billion, driven by significant growth in our software, service, and support segments.
Negative
Strong Revenue Surge: Revenue of $35.1 billion was up 17% sequentially and up 94% year-on-year, well above our outlook of $32.5 billion.
Gross Margin Analysis: GAAP gross margin was 74.6% and non-GAAP gross margin was 75%, down sequentially, primarily driven by a mix-shift of the H100 systems to more complex and higher cost systems within Data Center.
Operating Expenses Increase: GAAP operating expenses and non-GAAP operating expenses were up 9% due to higher compute, infrastructure, and engineering development costs for new product introductions.
Revenue Forecast and Demand: Total revenue is expected to be $37.5 billion, plus or minus 2%, which incorporates continued demand for Hopper architecture and the initial ramp of our Blackwell products, while demand is greatly exceeding supply.
Gaming Revenue Decline: We expect to see a decline in gaming revenue due to supply constraints.
NVDA FAQs
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NVDA Earning Call Sentiment
NVIDIA Corporation (NVDA) Q3 2025 Earnings Call Transcript
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00:00
00:00
NVDA.O
-16.97%Positive
The earnings call summary indicates strong financial performance with a 20% YoY revenue increase and a significant share repurchase program, suggesting confidence in future growth. Although gross margins decreased slightly due to supply chain challenges, the overall financial health remains robust. The Q&A session highlighted growth drivers and new product launches, with management addressing supply chain issues. Despite some uncertainties and competitive pressures, the strategic focus on AI and cloud partnerships, coupled with a positive outlook, supports a positive sentiment rating.